Robert C. Rauf, Jr.
E-Mail:
bob.rauf@nm.comTel:
919-755-3201
Wealth Management Advisor and
Founder of Meridian Financial
Founder of Meridian Financial
Personal Experience
Bob Rauf CLU®, ChFC®
Wealth Management Advisor
Founder of Meridian Financial
For over 30 years Bob has partnered with clients to help them prepare for retirement and beyond. After
graduating from UNC Charlotte with a B.A. in Economics, he began his career in financial services with
Northwestern Mutual. Bob has the Chartered Life Underwriter (CLU®) and Chartered Financial Consultant
(ChFC®) designations.
Helping clients envision, plan for, and move into retirement is what Bob loves. He gets great satisfaction from
watching each individual retirement income plan unfold so clients can relish in the lives they’ve been
planning and dreaming about for years. He has written several articles around retirement income planning.
He is committed to giving back to the community in a variety of ways. For more than 20 years, Bob and his
family have been involved with the Jimmy V Foundation for Cancer Research, and he is on the board of their
national supporting organization. Bob is also a member of the Triangle Business Journal Leadership Trust, a
network of business leaders, executives, experts, and entrepreneurs who share insights with fellow business
owners.
Bob lives in Cary, NC with his wife Lisa. They have three children Brian, Megan, and Sam and one
granddaughter. He enjoys tennis, golf and reading.